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370 hedge funds and large institutions have $3.58B invested in EnerSys in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 153 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 356370 (+14)

2.48% less ownership

Funds ownership: 96.56%94.08% (-2.5%)

9% less capital invested

Capital invested by funds: $3.94B → $3.58B (-$354M)

20% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $3.13M

24% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 153

Holders
370
Holders Change
+14
Holders Change %
+3.93%
% of All Funds
5.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
116
Reduced
153
Closed
32
Calls
$2.49M
Puts
$3.13M
Net Calls
-$634K
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
26
Frontier Capital Management
Massachusetts
$35.7M -$1.47M -15,689 -4%
Morgan Stanley
27
Morgan Stanley
New York
$34.8M -$66.6M -708,451 -66%
Fisher Asset Management
28
Fisher Asset Management
Washington
$30.7M +$132K +1,400 +0.4%
Legal & General Group
29
Legal & General Group
United Kingdom
$30.6M -$4.35M -46,309 -13%
Allianz Asset Management
30
Allianz Asset Management
Germany
$26.5M -$3.35M -35,675 -11%
N
31
Nuveen
North Carolina
$23.8M -$9.56M -101,715 -29%
VVP
32
Vulcan Value Partners
Alabama
$22M -$336K -3,576 -2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$21.7M -$2.36M -25,158 -10%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$19.1M +$428K +4,548 +2%
First Trust Advisors
35
First Trust Advisors
Illinois
$18.1M -$5.32M -56,595 -23%
TCM
36
Tributary Capital Management
Nebraska
$18.1M +$1.72M +18,294 +11%
JP Morgan Chase
37
JP Morgan Chase
New York
$16.9M +$5.38M +57,278 +47%
GT
38
Glenmede Trust
Pennsylvania
$15.9M +$1.07M +11,361 +7%
ClearBridge Investments
39
ClearBridge Investments
New York
$15.7M +$336K +3,572 +2%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$15.6M -$510K -5,430 -3%
Wells Fargo
41
Wells Fargo
California
$15.6M +$31.8K +338 +0.2%
Goldman Sachs
42
Goldman Sachs
New York
$14.8M -$1.11M -11,799 -7%
Corient Private Wealth
43
Corient Private Wealth
Florida
$14.8M -$11.8K -125 -0.1%
Barclays
44
Barclays
United Kingdom
$14.3M -$2.1M -22,364 -13%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$13.6M +$5.14M +54,672 +61%
Prudential Financial
46
Prudential Financial
New Jersey
$13.4M -$2.17M -23,119 -14%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$13.1M -$38.4K -408 -0.3%
SSA
48
Schonfeld Strategic Advisors
New York
$12.5M -$243K -2,589 -2%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$12.3M +$5.67M +60,308 +86%
Ameriprise
50
Ameriprise
Minnesota
$12.3M +$31.9K +339 +0.3%